Client Management

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Use the Client module to manage:

Address and contact data
employee (contact) lists
prices and invoicing details
job specifications and other agreements
marketing details (distribution lists, circulars)
communication information (memos, documents)
correspondence (letter, fax, e-mail)
project overviews
data export

 

This information is managed in three screens primarily:

List View
Input/Edit window
Single/Detail View
 

 

Status: Client / Prospect

Select Prospect for non-clients when a company requests a quote.

 

Status: Inactive

Set to Inactive all clients that have not placed orders for a long time and that you want to exclude from standard requests and from (dropdown) lists.